Client Experience Associate SAFE ACT - AVP

Citi; Washington (District of Columbia); On-site; USD 94,000 - 141,000; Full time

Job summary

Citi in Washington, DC seeks a seasoned professional to apply in-depth knowledge to improve onboarding, KYC, and client experience within the Banking, Credit and Investments platform. You will collaborate with sales teams and internal partners to fulfill client requests and ensure compliant, high-quality service.

The role requires 5–8 years in wealth management or financial services, strong analytics, and excellent communication skills.

Qualifications

• 5-8 years of relevant experience, with a preference for wealth management or financial services roles.
• Strong analytical skills.
• Strong interpersonal skills.
• Ability to manage internal and external relationships.
• High degree of engagement and attention to detail.
• Ability to manage multiple concurrent deadlines in a dynamic environment.
• Excellent verbal and written communication skills.
• Certifications: FINRA SIE, Series 7, and Series 66 (or 63 & 65) or must be obtained within 150 days.

Responsibilities

• Applies specialized knowledge related to onboarding to monitor, assess, analyze, and evaluate processes and data, including identifying policy gaps and data inconsistencies.
• Partners with sales teams and liaises with KYC, Account Opening, and product partners to fulfill client requests with high service levels.
• Ensure all documentation is current, accurate, and complete, fulfilling requests promptly.
• Supports clients navigating the KYC/onboarding and account opening processes while evaluating moderately complex issues with substantial impact.
• Demonstrates subject matter expertise and can influence decisions through counseling and facilitation to support team performance.
• Assesses and escalates risk in business decisions, ensuring compliance with laws and regulations and reporting control issues.

Skills

Strong analytical skills

Strong interpersonal skills

Excellent verbal and written коммуника

Attention to detail

Time management

Relationship management

Education

Bachelor's/University degree or equivalent experience

Job description

This is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform. They ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening and product partners) to fulfill client requests.Responsibilities

• Applies specialized knowledge related to onboarding in order to complete monitoring, assessment, analysis, and evaluation of processes and data, which includes identifying policy gaps, formulating recommendations, researching and interpreting information, and identifying data inconsistencies to define business issues
• Partners with sales teams, and liaises with internal partners (KYC, Account Opening and product partners) to fulfill client requests while maintaining constant communication. Provides the highest level of customer service and teamwork.
• Ensure all documentation is current, accurate, and complete, fulfilling requests promptly.
• Supports clients navigating the KYC/onboarding and account opening processes while evaluating moderately complex and variable issues with substantial potential impact.
• Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance and supports the training and development of peers.
• Assesses and escalates risk in business decisions, safeguarding the firm’s reputation and assets (Citigroup, clients) by ensuring compliance with laws, rules, and regulations. This involves adhering to policy, applying sound ethical judgment, and escalating, managing, and transparently reporting control issues.

Qualifications

• Experience: 5-8 years of relevant experience, with a preference for prior experience in wealth management or other financial services roles.
• Strong analytical skills
• Strong interpersonal skills
• Ability to manage internal and external relationships
• High degree of engagement and attention to detail
• Ability to manage multiple concurrent deadlines in a dynamic environment
• Excellent verbal and written communication skills.
• Certifications: Requires FINRA SIE, Series 7, and Series 66 (or Series 63 & 65), or must be obtained within 150 days.

Education

• Bachelor's/University degree or equivalent experience.

Job Family GroupPrivate Client CoverageJob FamilyPrivate Banker SupportTime TypeFull timePrimary LocationWashington District Of Columbia United StatesPrimary Location Full Time Salary Range$94 000,00 - $141 000,00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.Most Relevant SkillsPlease see the requirements listed above.Other Relevant SkillsFor complementary skills, please see above and/or contact the recruiter.Anticipated Posting Close Datesept 28, 2026Automated Processing and AIWe use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use your search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.